Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Getting Started with Microsoft Dynamics 365

Getting Started with Microsoft Dynamics 365

This one-day introductory course is ideal for people ready to deploy Microsoft Dynamics 365 who want to understand the basic end-user functionality within Microsoft Dynamics 365.  Business Analysts who are not familiar with Microsoft Dynamics 365 and who are helping people make design and feature decisions will find this course extremely beneficial.  This course is also very useful for technical implementers who want to understand how a user will interact with Microsoft Dynamics 365.  

This course provides an overview of the main features of Microsoft Dynamics 365.

At the end of this Getting Started with Microsoft Dynamics 365, you will have an understanding of:

  • Navigating Microsoft Dynamics 365
  • How Dynamics 365 helps you manage your customers – creating for you that single source of truth
  • Managing communication in a many to many business environment
  • How Dynamics 365 supports sales, service, and marketing
  • Introductory reporting with Dynamics 365

This course is delivered using vanilla (out of the box) Microsoft Dynamics 365, so you will develop an understanding of the functionality that you get before embarking on any configuration or customisation. 

Getting Started with Microsoft Dynamics 365 walks you through:

  • Navigating Microsoft Dynamics 365
  • Customer Management in Microsoft Dynamics 365
  • The Sales Process in Microsoft Dynamics 365
  • Marketing with Microsoft Dynamics 365
  • Service Management in Microsoft Dynamics 365
  • Understanding the product model in Microsoft Dynamics 365
  • Getting useful information out of Microsoft Dynamics 365

Like all of our training, this is a very practical hands-on course. 

Getting Started with Microsoft Dynamics 365

Target Audience for Getting Started with Microsoft Dynamics 365

  • People thinking of deploying Microsoft Dynamics 365
  • Business Analysts who need to understand the functionality of Microsoft Dynamics 365 to make good design decisions
  • Technical Implementers who want to increase their understanding of end-user Microsoft Dynamics 365 functionality

Course Length

One day

 

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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.